+8.3%
SBUX vs PLTU
+142.1%
-133.8%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.7% | +2.3% | -2.1% |
| 7D | -3.9% | -11.6% | +7.7% | -3.4% |
| 30D | -2.8% | -4.6% | +1.8% | -2.8% |
| 3M | +8.2% | +33.7% | -25.5% | +5.2% |
| 6M | +4.3% | -9.4% | +13.6% | +2.9% |
| YTD | +23.3% | -34.7% | +58.1% | +23.5% |
| 1Y | +24.3% | -23.2% | +47.5% | +21.3% |
| All | +8.3% | +142.1% | -133.8% | -7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded PLTU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling